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Lease Advisory Services for NHS
Financial Services

Lease Advisory Services for NHS

Wednesday, 11 July 2012, 12:01

Lease Advisory Services for NHS

NHS Shared Business Services (NHS SBS) wishes to establish a framework agreement for the provision of Financial Lease Advisory Services which will include lease portfolio reviews and other advisory Services.

UK-Salford: financial leasing services

2012/S 131-217969

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

NHS Shared Business Services Ltd (NHS SBS)
Chandlers Point, Halyard Court, 31 Broadway, The Quays
For the attention of: Debbie Metcalfe
M50 2UW Salford
UNITED KINGDOM
Telephone: +44 1612123735
E-mail: debbie_metcalfe@nhs.net

Internet address(es):

General address of the contracting authority: http://www.sbs.nhs.uk

Further information can be obtained from: NHS SBS eTendering portal: https://nhssbs.eu-supply.com
UNITED KINGDOM

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: NHS SBS eTendering portal: https://nhssbs.eu-supply.com
UNITED KINGDOM

Tenders or requests to participate must be sent to: NHS SBS eTendering portal: https://nhssbs.eu-supply.com
UNITED KINGDOM

I.2)Type of the contracting authority

Other: Joint venture between the Department of Health and Steria
I.3)Main activity

Health
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: yes

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:

Lease Advisory Services.
II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 6: Financial servicesa)Insurances services b)Banking and investment services
Main site or location of works, place of delivery or of performance: Mainly in the UK and the Isle of Man.
NUTS code UK

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves the establishment of a framework agreement
II.1.4)Information on framework agreement

Framework agreement with several operators
Duration of the framework agreement

Duration in months: 48
Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT: 5 000 000 GBP

II.1.5)Short description of the contract or purchase(s)

NHS Shared Business Services (NHS SBS) wishes to establish a framework agreement for the provision of Financial Lease Advisory Services which will include lease portfolio reviews and other advisory Services. This will include but will not be limited to, lease procurement and management, lease adjustment, lease comparison and option appraisal, formation of specialised leases, lease replacement planning, maintenance renewal solutions, with the aim to provide guidance and services to assist in the evaluation and management of the Authorities existing lease portfolio with a view to identifying any value added benefit, cash releasing savings and/or changes in contract conditions to the benefit of the Authorities.
This framework will be geographically lotted into 10 regions, and split into 3 service categories, i.e. Provision of Lease Advisory for Vehicle Leases, Medical and Non-Medical Equipment and IT and office equipment.
Tenderers may bid for all regions or one or more regions and all or one or more categories within those regions.
The framework agreement is to be established for use by or on behalf of current and future NHS SBS clients, including without limitation (I) any national health service (NHS) trust, (II) other persons and bodies exercising NHS functions or otherwise providing NHS services (including, but not limited to primary care trusts, strategic health authorities and foundation trusts) (being other NHS entities), (III) other UK public sector bodies providing non-health services, (IV) private sector entities in the UK and Isle of Man public services sector. (see section VI.3, Additional Information).
II.1.6)Common procurement vocabulary (CPV)

66114000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): no
II.1.8)Lots

This contract is divided into lots: yes
Tenders may be submitted for one or more lots
II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:

This framework will be geographically lotted into 10 regions, and split into 3 service categories, i.e. Provision of Lease Advisory for Vehicle Leases, Medical and Non-Medical Equipment and IT and office equipment.
Tenderers may bid for all regions or one or more regions and all or one or more categories within those regions.
Estimated value excluding VAT:
Range: between 1 and 5 000 000 GBP
II.2.2)Information about options

Options: no
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion

Duration in months: 48 (from the award of the contract)

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:

Details will be included in the procurement documentation available for download from EU supply eTendering portal: https://nhssbs.eu-supply.com.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Details will be included in the procurement documentation available for download from EU supply eTendering portal: https://nhssbs.eu-supply.com.

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Details will be included in the procurement documentation available for download from EU supply eTendering portal: https://nhssbs.eu-supply.com.

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: This procurement exercise will be conduced on the EU supply eTendering portal at: https://nhssbs.eu-supply.com candidates wishing to be considered for this agreement must register their expression of interest and provide additional procurement specific information through this portal. For any support in submitting your expression of interest please contact the eTendering portal help-desk at support@eu-supply.com quoting tender ID number: 13360.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Details will be included in the procurement documentation available for download from EU supply eTendering portal: https//nhssbs.eu-supply.om. Minimum level(s) of standards possibly required. Details will be included in the procurement documentation available for download from the portal.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
Details will be included in the procurement documentation available for download from EU supply eTendering portal: https//nhssbs.eu-supply.com. Minimum level(s) of standards possibly required. Details will be included in the procurement documentation available for download from the portal.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession

Execution of the service is reserved to a particular profession: no
III.3.2)Staff responsible for the execution of the service

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: no

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure

Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria
IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:

SBS/12/DM/FBY/8202
IV.3.2)Previous publication(s) concerning the same contract

no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate

8.8.2012 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about European Union funds

The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information

The value provided in Section II 1.4 is only an estimate. We cannot guarantee to successful suppliers any business through this framework agreement. Spend and volumes may vary throughout the life of the framework agreement from the anticipated levels given in this notice.
NHS Shared Business Services (SBS) wishes to establish a Framework Agreement for use by the following UK, Isle of Man and Scottish bodies (and any future successors to these organisations) subject to the approval of NHS SBS:
Public sector bodies, including any statutory and other successor organisations to any of the foregoing and in addition any other commissioners (whether alone or jointly with any other organisation), providers and regulators of NHS funded (either in whole or in part) services including practice based commissioning consortia, general practice commissioning consortia, the National Commissioning Board (and all sub national offices including any body obtaining new membership to NHS Shared Business Services Ltd).
This includes but is not limited to the following NHS Trusts:-.
5 Boroughs Partnership NHS Trust, Aintree University Hospitals NHS Foundation Trust, Alder Hey Childrens NHS Foundation Trust, Ashton, Leigh And Wigan NHS, Bolton PCT, Blackpool Teaching Hospitals NHS Foundation Trust, Bridgewater Community Healthcare NHS Trust, Calderstones Partnership NHS Foundation Trust, Central and Eastern Cheshire PCT, Central Manchester University Hospitals NHS Foundation Trust, Christie Hospital NHS Foundation Trust, Cumbria Partnership NHS Foundation Trust, East Cheshire NHS Trust, East Lancashire Hospitals NHS Trust, East London NHS Foundation Trust, Great Western Hospitals NHS Foundation Trust, Greater Manchester West Mental Health NHS Foundation Trust, Lancashire Care NHS Foundation Trust, Liverpool Community Health NHS Trust, Liverpool Primary Care Trust, Manchester Mental Health & Social Care Trust, Mersey Care NHS Trust, Mid Staffordshire NHS Foundation Trust, NHS Ashton Leigh & Wigan, NHS Blackburn with Darwen Teaching Care Trust Plus, NHS Blackpool, NHS Bury, NHS Central Lancashire, NHS Cumbria, NHS East Lancashire, NHS Halton & St Helens, NHS Heywood, Middleton & Rochdale, NHS Knowsley, NHS Manchester, NHS North Lancashire, NHS North Staffordshire, NHS North of England, NHS Salford, NHS Sefton, NHS Stockport, NHS Warrington, NHS Western Cheshire, North Cumbria University Hospitals NHS Trust, North Staffordshire Combined Healthcare NHS Trust, North West Ambulance Service NHS Trust, Oldham Primary Care Trust, Pennine Care NHS Foundation Trust, Royal Bolton Hospital NHS Foundation Trust, Salford Royal NHS Foundation Trust, Southport and Ormskirk Hospital NHS Trust, St. Helens and Knowsley Teaching Hospitals NHS Trust, Stoke on Trent PCT, Tameside & Glossop Primary Care Trust, Tameside Hospital NHS Foundation Trust, Trafford Healthcare NHS Trust, Trafford Primary Care Trust, University Hospital of North Staffordshire NHS Trust, University Hospital of South Manchester NHS Foundation Trust, University Hospitals of Morecambe Bay NHS Trust, Wrightington Wigan & Leigh NHS Foundation Trust.
In addition the following public sector bodies will be able to use the Framework subject to the approval of NHS SBS:
Central Government Departments, Executive Agencies and NDPBs (see http://www.civilservice.gov.uk/jobs/Departments-NDPBs-AtoL/A-to-F.aspx http://www.civilservice.gov.uk/Assets/PublicBodies2009_tcm6-35808.pdf http://www.direct.gov.uk/en/DI1/Directories/A-ZOfCentralGovernment/index.htm.

National Health Service (NHS) bodies, including:
Acute Trusts: http://www.nhs.uk/ServiceDirectories/Pages/AcuteTrustListing.aspx.

Primary Care Trusts: http://www.nhs.uk/servicedirectories/Pages/PrimaryCareTrustListing.aspx.

Mental Health Trusts: http://www.nhs.uk/ServiceDirectories/Pages/MentalHealthTrustListing.aspx.

Ambulance Trusts: http://www.nhs.uk/ServiceDirectories/Pages/AmbulanceTrustListing.aspx.

Care Trusts: http://www.nhs.uk/ServiceDirectories/Pages/CareTrustListing.aspx.

Strategic Health Authorities: http://www.nhs.uk/ServiceDirectories/Pages/StrategicHealthAuthorityListing.aspx.

Special Health Authorities: http://www.nhs.uk/ServiceDirectories/Pages/SpecialHealthAuthorityListing.aspx other English NHS bodies: http://www.nhs.uk/servicedirectories/Pages/ServiceSearch.aspx.

Arms Length Bodies: http://www.dh.gov.uk/en/Aboutus/OrganisationsthatworkwithDH/Armslengthbodies/Categorisationofarmslengthbodies/index.htm.

The NHS Commissioning Board and other organisations involved in commissioning or overseeing General Practitioner services and GP consortia which will be responsible for commissioning most aspects of NHS care (or equivalent body/bodies established pursuant to legislation enacted as a result of, or in connection with, the White Paper, Equity and Excellence: Liberating the NHS published July 2010.
GP Practices: http://www.nhs.uk/servicedirectories/Pages/ServiceSearch.aspx, and: http://www.general-practitioners-uk.co.uk/ and any other provider of primary medical services:

a) who are a party to any of the following contracts:
— General Medical Services (GMS),
— Personal Medical Services (PMS),
— Alternative Provider Medical Services (APMS) and/or.
b) Commissioned by the NHS Commissioning Board or other organisations involved in commissioning or overseeing General Practitioner services, as described above.
Social Enterprises: http://www.dh.gov.uk/prod_consum_dh/groups/dh_digitalassets/@dh/@en/documents/digitalasset/dh_119228.pdf.

Local Authorities: http://www.direct.gov.uk/en/Dl1/Directories/Localcouncils/AToZOfLocalCouncils/DG_AZ_

NHS Wales (National Health Service for Wales) including but not limited to: Welsh Health Boards, Primary care services – GPs, pharmacies, dentists and optometrists, Hospital services, and community services, including those provided through community health centres and mental health services: http://www.nhsdirect.wales.nhs.uk/localservices/localhealthboards/

NHS Scotland (National Health Service for Scotland) including but not limited to: NHS Boards, Hospitals, Primary care Services GPs, pharmacies, dentists and optometrists, Hospital services, and community services, including those provided through community health centres and mental health services: http://www.show.scot.nhs.uk/organisations/index.aspx

NHS Northern Ireland (National Health Service for Northern Ireland) including but not limited to: Health and Social Care Trusts, Primary care Services GPs, pharmacies, dentists and optometrists, Hospital services, social care services and community services, including those provided through community health centres and mental health services: http://www.n-i.nhs.uk/

Local Authorities.
Police forces and other emergency services, including fire and rescue services, the maritime and coastguard agency and other rescue authorities (a list of police authorities and fire and rescue services can be found respectively at the following: http://www.police.uk/. and http://www.fireservice.co.uk/information/ukfrs.

Educational establishments (ie schools maintained by local authorities, academies, city technology colleges; the Learning and Skills Council; further education establishments, and universities.
Registered social landlords (RSLs), a list of such authorities being available at: http://www.housingcorp.gov.uk/server/show/nav.489).

Registered charities, as detailed at http://www.charity-commission.gov.uk.

Devolved and other administrations with the British Isles, including those detailed at: (in the case of Scotland) http://www.scotland.gov.uk/Home, and http://www.scottish.parliament.uk/, (in the case of Wales) http://new.wales.gov.uk/?llang=en.

Her Majesty’s prison service as detailed at www.hmprisonservice.gov.uk.

The Ministry of Defence as detailed at www.mod.uk.

Isle of Man Government Health / Public Services http://www.gov.im/health/.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: Precise information on deadline(s) for lodging appeals: OJEU procedures include a minimum 10 calendar day standstill period at the point information on the award of the contract is communicated to bidders. This period allows unsuccessful bidders to seek further debriefing from the contracting authority before the contract is entered into. Such information should be requested from NHS SBS. If an appeal regarding the award of a contract has not been successfully resolved the Public Contracts Regulations 2006 (SI 2006 No 5) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland). Any such action must be brought promptly.
VI.4.3)Service from which information about the lodging of appeals may be obtained

NHS Shared Business Services (NHS SBS)
Chandlers Point, Halyard Court, 31 Broadway, The Quays
M50 2UW Salford
UNITED KINGDOM
E-mail: debbie_metcalfe@nhs.net
Telephone: +44 1612123735

VI.5)Date of dispatch of this notice:

6.7.2012